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Customize your Cobblestone Contract Management Software and Microsoft Power BI integration with the following
triggers and actions.
Triggers
When this happens…
Cobblestone Contract Management Software
- New & Updated recordsNew/updated records in Contract Insight.
- New recordsNew records created in Contract Insight.
- Updated recordsRecords updated in Contract Insight.
Any other trigger you can think up
Actions
Do this…
Cobblestone Contract Management Software
- Download binary file by criteriaDownload a binary file for a given entity.
- Get list of records by criteriaPull list of records for a given entity.
- Insert single recordCreate a new a record for a specified entity/area.
- Update records by criteriaUpdate record(s) for a specified entity/area.
- Upload mime contentCreate a new binary record for a specified entity/area.
Any other action you can think up
Microsoft Power BI
- Custom actionCustom action in (Custom)
- Add rows to a table BatchAdd Rows to a specific dataset table in Power BI
- Create recordCreate record in Power BI
- Delete recordDelete record in Power BI
- Download reportDownload Report in Power BI
- Get record detailsGet record by ID in Power BI
- List recordsList records in Power BI
- Search recordsSearch records in Power BI
- Update recordUpdate record in Power BI
- Upload PBIX fileUpload PBIX file in Power BI
Any other action you can think up
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